314 what to do when markets suddenly fall & you want to retire soon
Stop! Don't panic! I ask you to pause and step back and not do anything out of fear when it comes to investing and your superannuation.Episode on YouTube with presentation: https://youtu.be/xHNAhZrtBNE?si=dQHe3-9tjw52NyOOPerth Live Show tickets: https://www.eventbrite.com/e/m3-live-in-perth-tickets-1295263831989John's Property Masterclass in Perth: https://events.humanitix.com/perth-property-workshop-25The Quick-Start Guide to Investing (book): https://amzn.to/4iQ9qua=============================We hate email spam so we don’t create it! Sign up to our newsletter to get only the valuable money, careers and property info you need.To get help, and to check out our online courses, books, resources and downloads (+ our disclaimers and warnings), click here.Any advice is general financial advice only which does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you do choose to buy a financial product read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs.SYMO Interactive Pty Ltd & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289. Hosted on Acast. See acast.com/privacy for more information.
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1:04:12
313 how long will your retirement savings actually last?
How much super do you need for a comfortable retirement? Glen and financial adviser Nathan Fradley break it down with real life numbers, covering:👉 how much the age pension pays & who qualifies👉🏼 the impact of homeownership on retirement savings👉🏽 super balances - will $500k, $1M, or $1.5M last?👉🏾 why spending in retirement feels different (and how to plan for it)👉🏿 how Centrelink payments change as your super runs downIf you want to see the numbers in action, check out the episode on YouTube here: https://youtu.be/780-i0UgnqUIf you’d like to chat with someone about your personal situation, reach out to our team so we can connect you with a professional: https://www.retireright.com.au/get-helpSign up to the Retire Right newsletter here: https://email.retireright.com.au/🏡 Join the retire right facebook group: https://www.facebook.com/groups/retirerightTo get help, and to check out our online courses, books, resources and downloads (+ our disclaimers and warnings), click here.Any advice is general financial advice only which does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you do choose to buy a financial product read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs.Symo Interactive Pty Ltd trading as Retire Right Australia & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289. Hosted on Acast. See acast.com/privacy for more information.
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36:40
2025-2026 Federal Budget chat (with economist Mike Read) + BTS of the lockup
Michael Read is the Financial Review's economics correspondent, reporting from the federal press gallery at Parliament House. He was previously an economist at the Reserve Bank of Australia and at UBS.If you’d like to chat with someone about your personal situation, reach out to our team so we can connect you with a professional: https://www.retireright.com.au/get-helpSign up to the Retire Right newsletter here: https://email.retireright.com.au/🏡 Join the retire right facebook group: https://www.facebook.com/groups/retirerightTo get help, and to check out our online courses, books, resources and downloads (+ our disclaimers and warnings), click here.Any advice is general financial advice only which does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you do choose to buy a financial product read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs. Symo Interactive Pty Ltd trading as Retire Right Australia & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289. Hosted on Acast. See acast.com/privacy for more information.
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1:02:45
312 mortgage broker Q&A (cut-off age for a loan, parental guarantees, bridging finance + more)
Got mortgage questions in retirement? Mortgage broker Rachelle Kroon from Sphere Home Loans joins Glen in this episode to unpack your questions. The touch on:👉 what’s the cut-off age for a new loan?👉🏼 can you refinance in retirement?👉🏾 how parental guarantees work if you're retired👉🏻 bridging finance - is it still a thing and is it worth it?If you’d like to chat with someone about your personal situation, reach out to our team so we can connect you with a professional: https://www.retireright.com.au/get-helpSign up to the Retire Right newsletter here: https://email.retireright.com.au/🏡 Join the retire right facebook group: https://www.facebook.com/groups/retirerightTo get help, and to check out our online courses, books, resources and downloads (+ our disclaimers and warnings), click here.Any advice is general financial advice only which does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you do choose to buy a financial product read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs.Symo Interactive Pty Ltd trading as Retire Right Australia & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289. Hosted on Acast. See acast.com/privacy for more information.
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51:24
311 deep dive: aged care & changes from 1 July
Big changes are coming to aged care from 1 July, and we've got aged care expert Rachel Lane back to break it all down. Glen and Rachel dive into what’s changing, how it affects costs and care, and what you need to know if you or a loved one might need aged care in the next few years. They touch on:👉 major reforms coming to aged care in July👉🏼 why aged care is getting more expensive👉🏽 understanding home care vs residential care👉🏾 how Government support is changing👉🏿 the financial mistakes to avoid when moving into care👉🏻 why you shouldn’t rush to sell the family home👉 what to look for in a specialist aged care financial adviserIf you’d like to chat with someone about your personal situation, reach out to our team so we can connect you with a professional: https://www.retireright.com.au/get-helpSign up to the Retire Right newsletter here: https://email.retireright.com.au/🏡 Join the retire right facebook group: https://www.facebook.com/groups/retirerightTo get help, and to check out our online courses, books, resources and downloads (+ our disclaimers and warnings), click here.Any advice is general financial advice only which does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you do choose to buy a financial product read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs.Symo Interactive Pty Ltd trading as Retire Right Australia & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289. Hosted on Acast. See acast.com/privacy for more information.
Retire Right is an Australian Retirement podcast.You only retire once, so retire right.Brought to you by the podcast, 'money money money'. Hosted on Acast. See acast.com/privacy for more information.
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